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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROCYON PARTNERS, LLC Service code 27 | Advisory (Plan) | $36,160 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 15 | Recordkeeping | $29,882 |
RPCG, LLC2 years Service code 13 | Contract Administrator | $8,132 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,714 | $101,653-20.6% | $147,080-45.1% | $74,459+8.4% |
| Participation rate | 75.8% | 75.6%+0.3pp | 82.2%-6.4pp | 67.2%+8.6pp |
| Annual return | 15.60% | 8754.98%-8739.4pp | 420.17%-404.6pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $730 | $3,813-80.9% | $4,933-85.2% | $2,626-72.2% |
| Participant deferral / active EE | $6,443 | $7,304-11.8% | $8,066-20.1% | $4,350+48.1% |
| Admin fee / account holder | $341 | $1,752-80.5% | $12,989-97.4% | $1,945-82.5% |